BRX Global LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), BRX Global LP reported 3 stock positions worth $104.7 million. Its top holding was Guidewire Software (GWRE) at 37.2% of the portfolio, followed by Transdigm (TDG, 35.6%) and Moody's (MCO, 27.2%). Compared with Q2 2025, it added to 1 and reduced 1. The biggest buy was Transdigm (TDG, shares +4%) and the biggest sale Guidewire Software (GWRE, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001844103
- Portfolio Value
- $104.7M (Q3 2025)
- SEC Filing
- 0001844103-25-000012 ↗ filed Nov 14, 2025
Holdings Value
Holdings 3 stocks · $104.7M
Portfolio Sells Q2 2025 → Q3 2025
| GWRE Guidewire Software Inc. | Reduce -15.3% | 37.20% | −2.60 |
Portfolio Buys Q2 2025 → Q3 2025
| TDG Transdigm Group Inc. | Add +4.2% | 35.60% | +0.72 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 3 | $81.9M | TDG, MCO, GWRE |
| Q1 2026 | 3 | $76.7M | TDG, MCO, GWRE |
| Q4 2025 | 3 | $102.2M | TDG, GWRE, MCO |
| Q3 2025 | 3 | $104.7M | GWRE, TDG, MCO |
| Q2 2025 | 3 | $118.4M | GWRE, TDG, MCO |
| Q1 2025 | 4 | $134.7M | GWRE, TDG, MCO, AMZN |
| Q4 2024 | 4 | $141.5M | GWRE, AMZN, TDG, MCO |
| Q3 2024 | 5 | $152.7M | GWRE, TDG, AMZN, MCO, MSFT |
| Q2 2024Amended | 5 | $136.0M | TDG, GWRE, AMZN, MCO, MSFT |
| Q1 2024 | 5 | $133.2M | TDG, AMZN, GWRE, MSFT, MCO |